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Senior Client Service Associate Jobs in Homewood, IL

Baird

Senior Client Specialist

Chicago, IL · On-site

$24.36 - $41.80/hr

As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily ...

Landor

Senior Client Manager

Chicago, IL · Hybrid

$65K - $100K/yr

Landor is looking for a Senior Client Manager to join our Chicago studio. Could this be you? We are ... As part of our Client Services Team, partner with Strategy, Design, Naming, and Brand Performance ...

Landor

Senior Client Manager

Chicago, IL · On-site

$65K - $100K/yr

Landor is looking for a Senior Client Manager to join our Chicago studio. Could this be you? We are ... As part of our Client Services Team, partner with Strategy, Design, Naming, and Brand Performance ...

William Blair

Client Services Associate

Chicago, IL · On-site

As a Client Relationship Associate, you will play a key role in supporting and strengthening ... You will serve as a trusted point of contact, delivering exceptional client service while helping ...

Robert W Baird & Co

Senior Client Specialist

Chicago, IL

$24.36 - $41.80/hr

As a Senior Client Specialist at Baird,you'llbe a strategic partner in delivering exceptional client service and strategicpartnershipto one or more Financial Advisors. This role goes beyond daily ...

Kantar

Director, Client Service

Chicago, IL · Hybrid

Director, Media Client Service Location(s) (Hybrid): New York, Chicago, Boston, Norwalk, Atlanta ... You'll serve as a trusted advisor to senior client stakeholders, translating business questions ...

J.P. Morgan

Client Service Senior Manager

Chicago, IL · On-site

As a Client Service Senior Manager within JPMorganChase, you will lead a team dedicated to resolving client requests and enhancing service operations. Your role involves shaping operational policies ...

UBS

Registered Client Associate

Chicago, IL · On-site

Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Registered Client Service Associate to: • provide a best-in-class client experience through active ...

Snap, Inc.

Senior Client Partner

Chicago, IL · On-site

We are looking for a Senior Client Partner to join Team Snapchat! You'll drive revenue by building ... Ensure that our clients receive the highest level of sales and operational customer service

Snapchat

Senior Client Partner

Chicago, IL · On-site

We are looking for a Senior Client Partner to join Team Snapchat! You'll drive revenue by building ... Ensure that our clients receive the highest level of sales and operational customer service

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Showing results 21-40

All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Homewood, IL

Senior Client Service Associate information

See Homewood, IL salary details

$27.9K

$71.5K

$128.1K

How much do senior client service associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for senior client service associate in Homewood, IL is $71,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $91,500.00 per year, depending on experience, location, and employer.

Is a senior client service associate a good job?

A senior client service associate is a valuable role that involves managing client relationships, providing support, and ensuring customer satisfaction. It often requires strong communication skills, industry knowledge, and proficiency with customer management tools. The position can offer career growth opportunities and competitive compensation depending on the organization and location.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service consistently.

What cities near Homewood, IL are hiring for Senior Client Service Associate jobs?

Cities near Homewood, IL with the most Senior Client Service Associate job openings:

Senior Client Specialist

Baird

Chicago, IL • On-site

$24.36 - $41.80/hr

Full-time

Re-posted 6 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment.
Check out this video to learn more about the day in the life of our Senior Client Specialists!
The Angeletti Group is currently comprised of four roles that work cohesively to provide clients with the best financial services experience. Our focus on integrity ensures our clients are receiving thoughtful advice and helpful strategies to ensure a positive financial future. While many advisors work exclusively in the area of investments, we address the broader picture with a "Concierge" level of service. We want to be our client's quintessential resource in all their financial needs, serving their family for generations to come.
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
  • May schedule client appointments and/or conference room for appointments
  • Assemble/generate materials including paperwork and reports for client meetings
  • Understand and ensure business adherence with firm and financial industry regulatory policies
  • May manage FA and Team's social media presence (website, LinkedIn, X etc.)
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
  • Seek ways to enhance FA(s) business effectiveness and marketability
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities

What You'll Bring to Baird:
  • 5+ years of prior industry work experience
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses
  • Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
  • Excellent verbal and written communication skills
  • Detail oriented with an emphasis on accuracy
  • Critical thinking and proactive problem solving skills
  • Good analytical skills with ability to perform semi-advanced math
  • Understanding of compliance regulations including the client complaint process and correspondence policies
  • Bachelor's degree preferred, not required

Compensation and Benefits:
  • $24.36-$41.80 hourly rate
  • Bonus potential up to 10.5% of base pay
  • Compensation and bonus are commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

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